• Comprehensive and easy to use claims data recording, note taking, T+E/flat rate/flat fee/loss value based billing, reserve tracking, report production, document sharing on claims, document library for (policy, procedures, instructions, Loss reporting document delivery), calendar workflow management.
• Secure Document creation (reports, letters, etc.), upload and retrieval over the web or on your local network.
• Monitor and report aggregate loss values.
• Manage contract adjuster remuneration rates, automatically produce contractor invoices which are directly tied to your invoices to your clients, provide contractor invoice status, accounts receivable, and work in progress inventory reporting. All online, automated and effortless.
• Secure online access to claim data (loss details, reserves, notes, work performed, etc.) and associated documents (reports, pictures, estimates, etc.) for your adjusters and your clients.
• Make your clients life easier with our automated "Insurance Commissioners Reporting" worksheet with scheduled or on demand delivery of the data whenever your clients need it.
• Integration with LEDES electronic billing submission systems (i.e. Allegient Systems, Xchanging).

Here is some of what W5 can do.

• Create, store, search, protect claim data
• All parties name, address, contact details
• Powerful and easy to use searching
• Use search results to print reports and labels
• Use search results to remember a list of files for later recall
• Use search results to create Excel spreadsheets
• Policy and coverage information
• Record and search Notes
• Powerful and easy to use document management
• Document Library for policies, procedures, instructions and report distribution
• Share documents between files for the same claim # or same policy #
• Upload, download claim documents, pictures, faxes, estimate files, etc.
• Securely create documents using W5 templates even over the Internet. This includes Microsoft Word and Excel (and you dont need to run the products on your web server)
• T+E in multiple currencies
• Task and appointment diaries
• User calendars
• Reserves and financial transactions in multiple currencies
• Invoices in multiple currencies
• Build and manage claim handling teams
• Secure W5 features and data with user and claim access rights
• Manage multiple branch locations including inter-branch claim sharing
• Manage and report reserves
• Issue payment requests and write checks
• Email
• Send and receive emails
• Save Emails directly onto the claim
• Save Email attachments as documents on the claim
• Define extremely flexible fee schedules and billing rules in multiple currencies
• Set up contract adjusters as vendors and let W5 automatically:
• generate their invoices to you whenever you bill your client according to agreed upon rates and rules,
• provide them with an automated invoice status and accounts receivable,
• provide them with their work in progress reporting
• Secured data exchange via W5s Workflow Manager service including offline T+E and notes, invoice payments.
• Automated currency exchange rate updates
• LEDES 2000 bill submission
• Integrate with accounting systems such as Intuit QuickBooks, Peachtree and Microsoft Great Plains

Some of the above features are add-on modules.

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